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    Senior Certified Financial Planner - Bengaluru, India - Seven

    Seven
    Seven Bengaluru, India

    1 week ago

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    Human Resources
    Description

    Job Title: Senior Certified Financial Planner

    Location: Bangalore, Karnataka, India

    Roles & Responsibility:

    • Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.
    • Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.
    • Collaborate with customers to set short-term and long-term financial goals and develop strategies to achieve them.
    • Provide expert advice on investment options, asset allocation, retirement planning, tax planning, and estate planning.
    • Educate clients on financial concepts, investment products, and market trends to enable informed decision-making.
    • Monitor clients' investment portfolios and recommend adjustments based on changes in their financial circumstances or market conditions.
    • Proactively identify opportunities to optimize clients' financial plans and enhance their wealth accumulation strategies.
    • Deliver exceptional customer service by promptly addressing clients' inquiries, concerns, and financial planning needs.
    • Stay updated on industry regulations, market developments, and best practices in financial planning to ensure compliance and deliver cutting-edge solutions.
    • Collaborate with cross-functional teams to enhance platform features, user experience, and service offerings.
    • Utilize product and management experience to drive the development and implementation of financial planning tools and services, ensuring they meet client needs and improve overall efficiency.
    • Apply entrepreneurial skills to innovate and grow the financial planning practice, identifying new business opportunities and driving initiatives to expand the client base.

    Qualifications:

    • Certified Financial Planner (CFP) designation required.
    • Bachelor's degree in finance, economics, or related field preferred.
    • Proven experience in financial planning, wealth management, or investment advisory roles.
    • Strong understanding of financial principles, investment products, and tax regulations.
    • Excellent communication skills with the ability to articulate complex financial concepts in a clear and concise manner.
    • Customer-centric approach with a passion for helping individuals achieve their financial goals.
    • Analytical mindset with the ability to perform financial analysis and develop strategic recommendations.
    • Proficiency in financial planning software and Microsoft Office Suite.
    • Detail-oriented with strong organizational skills and the ability to manage multiple priorities effectively.
    • Ethical conduct and commitment to maintaining client confidentiality.
    • Product and management experience along with entrepreneurial skills to drive business growth and innovation.
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